# Tax CPA - Wealth Management & Advisory

> AlphaHire · Oradell, United States · Full-time · Posted 2026-08-03

**Workplace:** on_site

## Description

We are seeking a **Certified Public Accountant (CPA)** to join a growing public accounting and advisory practice serving individuals, business owners, partnerships, trusts, and estates. This position offers the opportunity to build on a strong tax foundation while developing broader expertise in **tax planning, estate planning, retirement planning, and wealth management**.

The ideal candidate has approximately **1–3+ years of public accounting or tax experience**, enjoys working directly with clients, and is interested in expanding beyond traditional tax compliance into a long-term advisory role. You will work closely with experienced professionals while gaining exposure to sophisticated tax and financial planning matters across a diverse client base.

This is an excellent opportunity for a motivated CPA who wants to combine technical tax expertise with relationship-driven financial advisory work.

### Responsibilities

-   Prepare federal and state tax returns for individuals, businesses, partnerships, trusts, and estates.
-   Assist with year-round tax planning, projections, and strategies designed to help clients manage their tax obligations effectively.
-   Support estate planning, retirement planning, wealth management, and other financial advisory initiatives.
-   Participate in client meetings to discuss tax matters, financial goals, planning opportunities, and recommendations.
-   Research federal and state tax laws and apply findings to client-specific situations.
-   Identify potential tax-saving and planning opportunities for individuals and business owners.
-   Collaborate with senior accounting, tax, and advisory professionals on complex client engagements.
-   Assist with trust and estate taxation and related planning matters.
-   Maintain accurate client records, workpapers, and supporting documentation.
-   Manage assigned engagements and deadlines, particularly during peak tax filing periods.
-   Build and maintain long-term client relationships through responsive, professional communication.
-   Assist with accounting, bookkeeping, and other advisory services as needed.
-   Stay current on changes in tax laws, regulations, financial planning strategies, and industry developments.

## Requirements

-   **Active CPA license required.**
-   **1–3+ years of public accounting, tax, or closely related experience.**
-   Hands-on experience preparing individual and business income tax returns.
-   Familiarity with partnership, trust, and estate taxation is strongly preferred.
-   Strong interest in developing expertise in **tax planning, estate planning, retirement planning, financial planning, and wealth management**.
-   Desire to grow beyond tax preparation into a broader client advisory role.
-   Strong understanding of federal and state tax regulations and compliance requirements.
-   Excellent analytical, organizational, and problem-solving abilities.
-   Strong written and verbal communication skills with the ability to work directly with clients.
-   Ability to manage multiple client engagements and deadlines during busy tax seasons.
-   Willingness to work additional hours during peak filing periods.
-   Ability to work on-site in **Oradell, New Jersey**.

## Benefits

-   Competitive salary based on experience.
-   Performance-based bonus opportunities.
-   Health insurance and comprehensive company-sponsored benefits.
-   Retirement savings plan.
-   Paid time off and company holidays.
-   Continuing education and professional development support.
-   Direct mentorship from experienced tax and advisory professionals.
-   Exposure to tax planning, estate planning, retirement planning, and wealth management.
-   Opportunity to develop direct, long-term relationships with clients.
-   Strong potential for long-term career growth within tax and advisory services.

This opportunity is ideal for a CPA looking to **expand beyond traditional tax compliance and develop a long-term career combining tax expertise, financial planning, wealth management, and trusted client advisory services**.

## Apply

[Apply at AlphaHire](https://apply.workable.com/alphax/j/D55160F72A/apply)

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